Jobs · Legal · Arizona

Estate Planning Paralegal - Drafting 75-85K Base Salary Plus Bonus

Trajan Wealth LLC · Scottsdale, AZ · 1 wk ago
Legal$75k/yrFull-time

Duties And Responsibilities

  • Draft trusts, wills, POA's, deeds, LLC's, and other estate and business planning documents
  • Meet directly with clients to complete documents
  • Work in-office as a member of a team of paralegals servicing both in-state and out-of-state clients
  • Handle law office administrative responsibilities such as answering the phone, checking voice mail, scheduling appointments, handling mail, collecting payments, and other general administrative responsibilities.

Qualifications

  • 3+ years estate paralegal experience
  • 4-year college degree or a paralegal / legal assistant certificate preferred
  • CLDP's also welcome to apply
  • Outstanding written and verbal communication capability
  • Strong research and problem-solving skills
  • Able to work in a fast-paced and evolving environment with an ability to multi-task
  • Proficient knowledge of Microsoft Outlook, Word, Excel, PowerPoint
  • A positive attitude, well-organized, and detail-oriented, with a high tolerance for change
  • Experience working with WealthCounsel preferred

Benefits

  • Starting Salary of $75,000 to $85,000 depending on experience, plus bonus
  • 401k with matching component up 13%
  • United Healthcare PPO Medical employee coverage paid by Company
  • Delta Dental PPO, United Healthcare Vision, Short Term, Long Term, Life Insurance and many more voluntary options available
  • Generous holidays and PTO

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